READS THE WILL

Expedites your burial instructions.

Meets members of your family and other interested parties who desire aid and information, confers with your attorney who drew the Will and persons familiar with your financial affairs.

SAFEGUARDS THE ASSETS

Takes such immediate protective measures as are desirable prior to appointment as executor.

Looks to insurance and protection of both real and personal property Secure knowledge of your ongoing business interests. Examines all your books and files. Gives notice of your death to banks, safe deposit companies and others.

PETITIONS THE COURT FOR PROBATE OF THE WILL

Obtains proof of heirship; locates witnesses; through attorney for estate, petitions for probate of Will and, from time to time, applies for all necessary court  order in administration of estate; an appointment as executor, files oath of office. order in administration of estate; an appointment files oath of office.

ASSEMBLIES AND INVENTORIES ALL OF THE ASSETS

Takes proper steps to collect policies of life insurance.

Secures tax waivers and collects all cash.

Inventories and appraises household goods and effects, removing valuables to vault. Presses all claims for amounts due, locates evidence and witnesses on contested claims. Presses all claims for amounts due, locates evidence and witnesses on contested claims. Presses all claims for amounts due, locates evidence and witnesses on contested claims. Inspects condition, leases, taxes and mortgages of real estate, and arranges for management.

PROCURES APPRAISAL OF ALL OF THE ASSETS

Gathers complete and satisfactory evidence of the value of all assets at the date of your death.

ADMINISTERS THE ESTATE

Governed by the wishes expressed in your Will, the requirements of your estate, and the local probate law.

Gives special study to valuable collections; determines method and time of sale for articles not bequeathed; makes a careful estimate of amount of cash to be raised for payment of taxes, legacies, and expenses of administration and of probable net estate for distribution. Gives exhaustive study to your business interests and determines policy of continuance, liquidation, or sale with due regard to expressions in your Will.  Carries out or adjusts incomplete contracts. Makes comprehensive review of market conditions for each security to decide which should be sold first, if necessary to meet taxes, expenses, claims, and specific bequests. Investigates all real estate from standpoint of earnings, market, and desirability in case circumstances require its sale.
Pays your income taxes.

MAKES ALL THE TAX RETURNS

An intricate and involved procedure in which particular forms of information and return must be prepared and filed with each taxing body.

Pays your inheritance and estate taxes.
Attends to Income Tax for part of year prior to your death. Files return and pays tax for part of year after your death. Files return and pays tax for part of year after your death. Arranges for necessary proceedings to release securities of property located in other states.
Makes careful survey of all possible tax claims to see that no further liability exists upon review by the government.

SETTLES ALL PROPER CLAIMS

Publishes notice to creditors; obtains all available evidence regarding propriety of each claim filed, resists all improper claims; pays out of estate funds all approved and allowed claims.

Files preliminary notice, prepares return, and pays both State Inheritance and Federal Estate Tax.

DISTRIBUTES THE PROBATE ESTATE

Prepares data for final account showing in detail all receipts and disbursements; notifies interested persons of hearing on account, after settlement of account by court, distributes remaining property of your estate as directed by court.

OBTAINS FINAL DISCHARGE

After final payment and distribution to legatees and devisees, secures final discharge as an executor.


CABRE#01230281

805-722-8874

9100 Wilshire Blvd Suite 725 East Tower 
Bevery Hills CA 90212

First of all you may be asking yourself a few questions regarding your probate estate that you now have to handle.

What is probate and what is happening right now?

Why are the courts involved?

What do I do with everything in the house?

How do I pay all the debts?

Do you really need to sell the home right now?

What if I let my family members buy me out?

If I choose to sell at a later time what are our liabilities and risks of holding on to the property?

Will we lose any tax benefits if we hold on to the property?

LEARN MORE ABOUT KEVIN MELONAS ADVANCED PROBATE SERVICE 

BY FILLING OUT THE INFORMATION FORM BELOW!

 You will receive a FREE informative brochure via E-mail instantly that will have all the answers to your questions.
Please choose one of the paperback books : ” Inherited Property – Know Your Options” and we will ship it to at no cost.

















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